Integrated Wealth Concepts’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $858K | Sell |
|
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.13M | Hold |
|
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|
2024
Q2 | $865K | Sell |
|
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|
2024
Q1 | $928K | Sell |
|
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|
2023
Q4 | $901K | Sell |
|
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|
2023
Q3 | $723K | Buy |
|
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $481K | Buy |
|
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|
2022
Q4 | $399K | Sell |
|
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|
2022
Q3 | $288K | Buy |
|
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|
2022
Q2 | $275K | Buy |
|
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|
2022
Q1 | $233K | Sell |
|
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|
2021
Q4 | $696K | Buy |
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|
2021
Q3 | $612K | Buy |
|
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|
2021
Q2 | $772K | Buy |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $692K | Buy |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $409K | Buy |
|
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $447K | Buy |
|
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|
2019
Q3 | $353K | Buy |
|
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|
2019
Q2 | $339K | Buy |
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|
2019
Q1 | $281K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $226K | Buy |
|